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Get Institutions for : 
Schwab Short-Term U.S. Treasury Etf (SCHO)  
$47.97 0.00 (0.00%) as of 4:30 Thu 5/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 559    22
Total shares held : 
 194,146,369  
% of shares held : 
 13.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -47  
Amount of shares held : 
 -14,931,653  
% of shares held change : 
   -1.02%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $47.68  
Last Quarter's Ending Price : 
 $48.45  
Last Quarter's Average Price : 
 $48.02  
Change from last quarter's     
avg. price to the last closing  : 
0.05 (0.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
36
 1,273,332
 0.66%
 
Increased Positions :
210
 5,384,182
 2.77%
 
Unchanged Positions :
78
 3,761,760
 1.94%
 
Decreased Positions :
235
-18,143,867
-9.35%
 
Closed Positions :
58
-3,445,300
-1.77%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AMERIPRISE FINANCIAL INC 143 - 2024-03-31 11,521,516 $563,545,000 1,665,913
   SEI INVESTMENTS CO 29 - 2024-03-31 7,454,433 $359,379,000 827,234
   ENVESTNET ASSET MANAGEMENT INC 333 - 2024-03-31 3,008,063 $145,019,000 172,430
   STIFEL FINANCIAL CORP 149 - 2024-03-31 2,751,778 $132,664,000 352,649
   Wealthfront Advisers LLC 33 - 2024-03-31 1,807,465 $87,138,000 291,145
   BSC PRIVATE WEALTH MANAGEMENT LLC 1 - 2024-03-31 1,696,272 $81,777,000 82,523
   MORGAN STANLEY 1417 - 2024-03-31 1,515,981 $73,086,000 156,171
   MERCER GLOBAL ADVISORS INC /ADV 78 - 2024-03-31 1,384,839 $66,805,000 64,757
   Greenline Partners LLC 2 - 2024-03-31 1,221,499 $62,742,000 79,466
   MCF Advisors LLC 7 - 2024-03-31 1,124,007 $54,188,000 46,379
   LPL FINANCIAL CORP 544 - 2024-03-31 1,043,980 $50,330,000 213,925
   RENAISSANCE TECHNOLOGIES LLC 356 - 2024-03-31 863,535 $41,631,000 367,335
   FINANCIAL COUNSELORS INC 41 - 2024-03-31 862,949 $41,603,000 358,669
   BANGOR SAVINGS BANK 8 - 2024-03-31 770,660 $37,154,000 19,107
   AYRSHIRE ASSOCIATES INC 4 - 2024-03-31 761,457 $36,710,000 142,655
   MASSMUTUAL TRUST CO FSB/ADV 21 - 2024-03-31 696,162 $33,562,000 329,761
   Moisand Fitzgerald Tamayo LLC 6 - 2024-03-31 641,775 $30,940,000 181,410
   WEST COAST FINANCIAL LLC 3 - 2024-03-31 637,814 $30,749,000 194,989
   United Capital Management of KS Inc. 1 - 2024-03-31 604,896 $29,162,000 37,062
   DAVENPORT & CO LLC 135 - 2024-03-31 568,609 $27,413,000 45,530
   WELLS FARGO & CO/MN 983 - 2024-03-31 536,161 $25,848,000 31,387
   Altiora Financial Group LLC 3 - 2024-03-31 531,258 $25,612,000 13,176
   STEPHENS GROUP ASSET MANAGEMENT LLC 15 - 2024-03-31 470,899 $22,702,000 7,006
   Passive Capital Management LLC. 3 - 2023-03-31 438,663 $21,402,000 10,086
   BB&T CORP 426 - 2024-03-31 403,814 $19,468,000 8,140
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 331 - 2024-03-31 397,706 $19,173,000 12,804
   HIGHTOWER ADVISORS, LLC 484 - 2024-03-31 395,411 $19,078,000 34,799
   LEAVELL T & ASSOCIATES INC 14 - 2024-03-31 394,336 $19,011,000 25,827
   LVW Advisors LLC 6 - 2024-03-31 373,708 $18,016,000 45,087
   Nelson Van Denburg & Campbell Wealth Management Gr 28 - 2024-03-31 367,689 $17,726,000 24,566
   Towneley Capital Management Inc / DE 7 - 2024-03-31 358,739 $17,295,000 7,779
   COURAGE MILLER PARTNERS, LLC 5 - 2024-03-31 347,905 $16,773,000 3,968
   Northeast Financial Group Inc. 3 - 2024-03-31 344,583 $16,612,000 44,048
   FIRST NATIONAL TRUST CO 41 - 2024-03-31 331,861 $15,999,000 37,909
   MML INVESTORS SERVICES LLC 299 - 2024-03-31 328,693 $15,846,000 26,182
   Marotta Asset Management 11 - 2024-03-31 301,826 $14,551,000 10,784
   Charles Schwab Trust Co 20 - 2024-03-31 298,771 $14,404,000 26,705
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 346 - 2024-03-31 296,012 $14,271,000 6,109
   Merit Financial Group LLC 51 - 2024-03-31 287,227 $13,767,000 230,963
   Vivaldi Capital Management LLC 2 - 2024-03-31 264,687 $12,684,000 3,072
   PURE FINANCIAL ADVISORS, INC. 46 - 2024-03-31 259,601 $12,515,000 3,056
   Farther Finance Advisors LLC 19 - 2024-03-31 260,910 $12,513,000 141,709
   Cetera Investment Advisers 579 - 2024-03-31 259,391 $12,505,000 81,323
   AlphaStar Capital Management LLC 17 - 2024-03-31 256,680 $12,375,000 2,068
   AdvisorNet Financial Inc 14 - 2024-03-31 242,100 $11,672,000 35,240
   Tradition Wealth Management LLC 24 - 2024-03-31 235,463 $11,352,000 15,010
   WARREN AVERETT ASSET MANAGEMENT, LLC 76 - 2024-03-31 233,556 $11,260,000 139,903
   Resonant Capital Advisors LLC 25 - 2024-03-31 232,693 $11,218,000 47,318
   Journey Advisory Group LLC 18 - 2024-03-31 232,429 $11,205,000 26,574
   Valley Financial Group Inc. 4 - 2024-03-31 228,038 $10,994,000 29,470
   TOWNSQUARE CAPITAL LLC 127 - 2024-03-31 216,678 $10,446,000 91,770
   BROWN WEALTH MANAGEMENT LLC 8 - 2024-03-31 205,694 $9,916,000 82,110
   Oakmont Partners LLC 89 - 2024-03-31 203,561 $9,814,000 54,791
   Main Street Group LTD 5 - 2024-03-31 193,428 $9,277,000 11,453
   Galvin Gaustad & Stein LLC 47 - 2024-03-31 191,587 $9,236,000 20,370
   DEAN C H & ASSOCIATES INC 8 - 2024-03-31 177,948 $8,579,000 8,078
   MBM Wealth Consultants LLC 11 - 2024-03-31 159,010 $7,666,000 6,349
   Peterson Wealth Advisors LLC 11 - 2024-03-31 156,167 $7,529,000 17,194
   Mutual Advisors LLC 95 - 2024-03-31 136,593 $6,585,000 13,976
   Prairiewood Capital LLC 9 - 2024-03-31 134,488 $6,484,000 4,855
   Newman & Schimel LLC 9 - 2022-12-31 133,187 $6,425,000 26,446
   Change Path LLC 79 - 2024-03-31 130,658 $6,299,000 2,396
   Act Two Investors LLC 19 - 2024-03-31 122,781 $5,919,000 3,572
   BALLAST ADVISORS LLC 12 - 2024-03-31 121,084 $5,837,000 7,116
   SMITH & HOWARD WEALTH MANAGEMENT, LLC 17 - 2024-03-31 121,023 $5,835,000 3,409
   ASSOCIATED BANC-CORP 113 - 2024-03-31 119,900 $5,780,000 6,981
   Strategic Financial Group LLC - 2023-12-31 118,903 $5,761,000 34,900
   RAYMOND JAMES & ASSOCIATES 1526 - 2024-03-31 111,642 $5,382,000 3,800
   Rosenberg Matthew Hamilton 13 - 2024-03-31 110,914 $5,319,000 6,318
   Carlton Hofferkamp 12 - 2024-03-31 108,918 $5,215,000 3,589
   Successful Portfolios LLC 4 - 2024-03-31 106,605 $5,139,000 1,182
   Aspen Wealth Strategies LLC 7 - 2024-03-31 105,838 $5,102,000 3,463
   Frontier Asset Management LLC 15 - 2024-03-31 105,627 $5,092,000 87,996
   Bleakley Financial Group LLC 137 - 2024-03-31 104,635 $5,044,000 663
   Sawtooth Asset Management Inc. 132 - 2023-12-31 103,972 $5,037,000 46,689
   MULTIFINANCIAL SECURITIES CORP 459 - 2024-03-31 104,008 $5,014,000 9,189
   Kades & Cheifetz LLC 9 - 2024-03-31 100,099 $4,826,000 1,623
   Tortoise Investment Management LLC 50 - 2024-03-31 95,660 $4,612,000 6,435
   Curran Financial Partners LLC 23 - 2024-03-31 92,476 $4,458,000 1,948
   National Wealth Management Group LLC 4 - 2024-03-31 91,857 $4,428,000 67,509
   ERTS Wealth Advisors LLC 13 - 2024-03-31 91,460 $4,409,000 85,801
   JFG Wealth Management LLC 11 - 2024-03-31 83,590 $4,030,000 632
   RMR Wealth Builders 30 - 2024-03-31 82,267 $3,966,000 25,009
   ISLAY CAPITAL MANAGEMENT LLC 6 - 2024-03-31 82,246 $3,965,000 6,817
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 72 - 2024-03-31 81,651 $3,936,000 874
   STUDIO INVESTMENT MANAGEMENT LLC 33 - 2024-03-31 79,547 $3,835,000 13,773
   Southland Equity Partners LLC 22 - 2024-03-31 78,495 $3,784,000 30
   Maltin Wealth Management Inc. 12 - 2024-03-31 72,257 $3,483,000 1,486
   KESTRA PRIVATE WEALTH SERVICES LLC 267 - 2024-03-31 70,113 $3,380,000 15,280
   Vantage Financial Partners LLC 21 - 2024-03-31 69,902 $3,370,000 2,383
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 495 - 2024-03-31 68,140 $3,285,000 29,228
   We Are One Seven LLC 144 - 2024-03-31 66,167 $3,190,000 29,833
   Rockefeller Capital Management L.P. 841 - 2024-03-31 64,909 $3,129,000 15,592
   NATIONAL BANK OF CANADA /FI/ 796 - 2024-03-31 63,365 $3,036,000 63,000
   Mendota Financial Group LLC 13 - 2024-03-31 59,436 $2,865,000 34,634
   Cedar Mountain Advisors LLC 18 - 2024-03-31 58,923 $2,841,000 1,693
   Vise Technologies Inc. 43 - 2024-03-31 54,210 $2,613,000 1,615
   BLACKROCK INC. 3659 - 2024-03-31 53,384 $2,574,000 53,384
   Ledge Wealth Management Inc. - 2023-12-31 51,644 $2,502,000 1,753
   Koshinski Asset Management Inc. 94 - 2024-03-31 48,489 $2,338,000 20,842
  100 Records found
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